Start with ten quiet minutes.
- Print the kit and choose a safe place for the completed pages.
- Write what you know. Leave a blank where you need to check a detail.
- Tell a trusted person that the kit exists and where to find it.
- Review it when your household, contact details, or insurance changes.
Keep the completed copy with your family.
The website gives you a blank download. It does not ask you to upload your completed kit. Do not include passwords, Social Security numbers, full account numbers, or medical records.
For policy references, use only what your household needs to identify the record safely. Keep original policy documents in a secure place and note their location.
An organizer, not a legal change.
Writing a name in this kit does not change an insurance beneficiary, appoint a guardian, create a will, or file a claim. Make policy changes through the insurer and discuss legal arrangements with a qualified attorney.
Beneficiaries or trusted advisers should know which insurer holds a policy and where the documents can be found. The kit helps make that conversation easier.
Sources & more help
General education. Policy terms, available options, and state rules vary. Check the details with your insurer and the appropriate professional.